We would like to introduce the newest member of the Tobias Financial Advisors team, Rosi Gonzalez Larrieux, CPA, who brings decades of experience in finance and accounting to our firm. She recently took her CERTIFIED FINANCIAL PLANNER™ exam.
Rosi holds Masters of Accounting and Bachelor of Business Administration degrees from Florida Atlantic University with a major in Finance. Her professional experience spans a number of public and private institutions where she used her skills in auditing, accounting, tax compliance, as well as forensic accounting in divorce litigation.
Rosi is excited to bring her unique skill set to the team. She heard about Tobias Financial Advisors through a team member who spoke highly about the holistic nature of the firm. From the beginning, Rosi was struck by the genuine and happy environment at the office, as well as everyone’s professionalism and knowledge base.
As an accountant, Rosi focused on painting a financial picture using numbers from the prior tax year, but during her time in the CFP® Certification Program Rosi honed her interest in the financial planning pillars, which paint a picture of both the present and the future. She looks forward to applying holistic planning strategies to help families plan for the long term.
Rosi describes herself as a numbers person, even as a child. She knew at a young age that she loved managing money and digging into complex math problems. Originally from New Jersey, she moved to Florida as a child. A newlywed, Rosi and her husband like to sing and play music at church, specifically piano and guitar. They love to travel, try new foods, and to relax, particularly by grabbing a great book and heading to the beach.